See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,135 | $83,477+5.6% | $125,175-29.6% | $72,985+20.8% |
| Participation rate | 64.1% | 73.3%-9.2pp | 79.8%-15.7pp | 69.5%-5.4pp |
| Annual return | 8.72% | 25.78%-17.1pp | 43.79%-35.1pp | 81.00%-72.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,193 | $3,585-10.9% | $4,937-35.3% | $3,607-11.5% |
| Admin fee / account holder | $18,835 | $5,517+241.4% | $9,702+94.1% | $5,124+267.6% |